Tesla could be the only automaker that doesn't survive the Great Auto Disruption (TSLA)
There is no disruption of the auto industry. But there could be a "self-disruption," with automakers pursuing an electrification strategy that would benefit from customers changing over from gas-powered cars.
Tesla kicked off the latest wave of the EV era, but it might not survive its own innovations.
Ultimately, that outcome could be fine with CEO Elon Musk, whose vision is wider than just Tesla.
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